+75.8%
GM vs ORLY
+116.6%
-40.8%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ORLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -0.9% | -0.7% |
| 7D | -2.4% | -2.4% | -0.1% | -1.8% |
| 30D | -1.1% | -6.8% | +5.7% | +0.8% |
| 3M | +6.1% | -4.8% | +10.9% | +7.2% |
| 6M | +15.0% | -9.1% | +24.0% | +17.5% |
| YTD | +6.0% | -5.9% | +11.9% | +6.9% |
| 1Y | +47.1% | -20.4% | +67.5% | +56.3% |
| 3Y | +170.5% | +36.6% | +133.9% | +131.3% |
| All | +75.8% | +116.6% | -40.8% | +16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ORLY.
Daily Out/Under-Performance
Portfolio return minus ORLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ORLY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded ORLY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling